Archive - Net Interest

Learning from Lloyd

Blankfein, Goldman and the Next Market Reckoning

Mar 6 • Marc Rubinstein

NEW POD! How Credit Markets Shaped a Nation with Sarah Quinn

Net Interest Extra ep 19

Mar 3 • Marc Rubinstein

52:48

February 2026

Private Credit, Public Markets and the AI Reckoning

Feb 27 • Marc Rubinstein

Claude Code, Bloomberg and the Battle for Data

Feb 20 • Marc Rubinstein

🎙️ Trends in US Banking: An Interview with John McDonald & Brian Foran

Net Interest Extra ep 18

Feb 17 • Marc Rubinstein

59:37

The Ackman Complex

Inside Pershing Square’s Insurance Bet

Feb 13 • Marc Rubinstein

Claude, Excel and the Future of Market Intelligence

Feb 6 • Marc Rubinstein

🎙️ Measuring Private Equity Returns: An Interview with Ludovic Phalippou

Net Interest Extra ep 17

Feb 3 • Marc Rubinstein

50:12

January 2026

Secondaries Rising

Inside the booming market for private equity interests

Jan 30 • Marc Rubinstein

The Last Active Manager

Chris Hohn just posted a record year. His industry didn't.

Jan 23 • Marc Rubinstein

🎙️ The Tragedy of the Commons in Passive: An Interview with Michael Green

Net Interest Extra ep 16

Jan 20 • Marc Rubinstein

58:03

The Economics of a Credit Card Lender

Jan 16 • Marc Rubinstein

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